More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Chris Spurio is president of the financial services group at
CBIZ . He joined CBIZ in January 1998 and has held numerous positions in the company, including corporate controller, vice president of finance, executive managing director of the financial services group's Midwest region and the group's chief operating officer. He was formerly associated with KPMG from July 1988 to January 1998. He is a CPA, CGMA and a member of the American Institute of CPAs and the Ohio Society of CPAs.May 8
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Sixteen advisors argue the megabank owes them more than $270 million over false promises they were made when being recruited.
May 7
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Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.
May 7
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Anand Pandya is a vice president in the financial services division of Hakkoda, a New York-based data consulting firm.
May 7
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Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.
May 7
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An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
May 7
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The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.
May 7
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Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.
May 7
Meehan Marketing -
Combining the two partner firms will create an RIA with more than $50B under management.
May 6
